B. Metzler seel. Sohn & Co. AG Purchases Shares of 26,592 Cardinal Health, Inc. $CAH

Key Points

• B. Metzler seel. Sohn & Co. AG acquired 26,592 Cardinal Health shares in the second quarter, valued at approximately $6.3 million. Institutional investors collectively own 87.17% of the company.
• Analysts remain broadly positive, with 16 Buy ratings and three Holds, producing a “Moderate Buy” consensus and an average price target of $266.56. Cardinal Health also reported adjusted EPS of $2.91, beating estimates, while revenue rose 5.8% year over year.
• Insiders have been selling shares: executives sold 210,271 shares worth approximately $49.6 million over the past 90 days, including sizable sales by CEOs Jason Hollar and Deborah Weitzman.

B. Metzler seel. Sohn & Co. AG acquired a new stake in Cardinal Health, Inc. (NYSE:CAH - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 26,592 shares of the company's stock, valued at approximately $6,317,000.

Several other large investors have also added to or reduced their stakes in CAH. Kornitzer Capital Management Inc. KS increased its holdings in shares of Cardinal Health by 100.8% in the 4th quarter. Kornitzer Capital Management Inc. KS now owns 18,164 shares of the company's stock worth $3,733,000 after buying an additional 9,120 shares during the last quarter. Abacus FCF Advisors LLC purchased a new position in shares of Cardinal Health in the 4th quarter worth about $7,182,000. Byrne Financial Freedom LLC bought a new position in shares of Cardinal Health during the 4th quarter valued at about $1,574,000. Belleair Asset Management LLC purchased a new position in shares of Cardinal Health in the fourth quarter worth about $1,100,000. Finally, Axecap Investments LLC bought a new position in shares of Cardinal Health in the fourth quarter worth approximately $2,371,000. Institutional investors own 87.17% of the company's stock.

Analyst Ratings Changes

CAH has been the subject of a number of recent analyst reports. Wells Fargo & Company upped their target price on Cardinal Health from $245.00 to $277.00 and gave the company an "overweight" rating in a report on Wednesday, August 12th. William Blair began coverage on Cardinal Health in a report on Tuesday, April 28th. They issued an "outperform" rating on the stock. Evercore restated an "outperform" rating and set a $270.00 price objective on shares of Cardinal Health in a research note on Wednesday, August 12th. Bank of America lifted their target price on shares of Cardinal Health from $240.00 to $260.00 and gave the stock a "buy" rating in a report on Thursday, July 2nd. Finally, Royal Bank Of Canada assumed coverage on shares of Cardinal Health in a research report on Wednesday. They set an "outperform" rating and a $276.00 price target for the company. Sixteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Cardinal Health has a consensus rating of "Moderate Buy" and an average target price of $266.56.

Insider Buying and Selling at Cardinal Health

In other news, CEO Jason M. Hollar sold 44,529 shares of the company's stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $236.18, for a total value of $10,516,859.22. Following the completion of the sale, the chief executive officer directly owned 190,603 shares of the company's stock, valued at approximately $45,016,616.54. This represents a 18.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Deborah Weitzman sold 7,354 shares of the firm's stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $235.45, for a total transaction of $1,731,499.30. Following the completion of the transaction, the chief executive officer directly owned 77,901 shares in the company, valued at approximately $18,341,790.45. The trade was a 8.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 210,271 shares of company stock worth $49,626,657. 0.12% of the stock is owned by insiders.

Cardinal Health Trading Up 0.4%

Shares of Cardinal Health stock opened at $229.48 on Friday. The firm has a market cap of $53.37 billion, a PE ratio of 31.74, a PEG ratio of 1.22 and a beta of 0.49. Cardinal Health, Inc. has a 12 month low of $145.87 and a 12 month high of $258.30. The stock has a 50 day moving average of $232.02 and a 200 day moving average of $217.86.

Cardinal Health (NYSE:CAH - Get Free Report) last announced its quarterly earnings results on Tuesday, August 11th. The company reported $2.91 EPS for the quarter, beating analysts' consensus estimates of $2.42 by $0.49. Cardinal Health had a net margin of 0.67% and a negative return on equity of 98.53%. The business had revenue of $63.67 billion for the quarter, compared to analyst estimates of $65.15 billion. During the same quarter in the prior year, the business earned $2.08 EPS. Cardinal Health's quarterly revenue was up 5.8% on a year-over-year basis. Cardinal Health has set its FY 2027 guidance at 12.400-12.600 EPS. As a group, equities research analysts forecast that Cardinal Health, Inc. will post 12.54 earnings per share for the current fiscal year.

Cardinal Health Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Thursday, October 1st will be paid a dividend of $0.5158 per share. The ex-dividend date is Thursday, October 1st. This represents a $2.06 annualized dividend and a dividend yield of 0.9%. Cardinal Health's dividend payout ratio (DPR) is currently 28.49%.

Key Headlines Impacting Cardinal Health

Here are the key news stories impacting Cardinal Health this week:

• Positive Sentiment: Royal Bank of Canada initiated coverage with an “outperform” rating and a $276 price target, implying meaningful upside from recent trading levels. RBC cited Cardinal Health’s higher-margin services as a potential earnings-growth driver. RBC initiates coverage of Cardinal Health
• Positive Sentiment: Wall Street remains broadly constructive, with 16 analysts rating CAH a Buy and three assigning a Hold rating. The consensus rating is “Moderate Buy,” with an average price target of approximately $266.56. Zacks also identified Cardinal Health as a potentially attractive long-term value stock. Zacks value-stock analysis
• Positive Sentiment: Cardinal Health’s latest quarter delivered adjusted earnings per share of $2.91, well above the $2.42 consensus estimate, while revenue increased 5.8% year over year. Fiscal 2027 EPS guidance of $12.40–$12.60 supports the longer-term earnings case.
• Neutral Sentiment: The company declared a quarterly dividend of $0.5158 per share, equivalent to $2.06 annually and a yield of about 0.9%. The payout offers modest income support but is unlikely to be a major near-term catalyst.
• Negative Sentiment: Several executives sold sizable holdings around $235–$237 per share. CEO Jason Hollar sold 124,529 shares worth about $29.4 million, while other executive and insider sales—including those by Deborah Weitzman, Stephen Mason, Michelle Greene, Jessica Mayer and Mary Scherer—totaled roughly $20 million more. The concentrated selling and substantial reductions in insider ownership may encourage profit-taking concerns after CAH’s strong advance. Cardinal Health insider sales
• Negative Sentiment: Investors may also question the durability of the latest earnings beat because part of the improvement reportedly reflected a one-time tariff refund, potentially limiting the stock’s upside if recurring earnings growth does not match expectations. Cardinal Health earnings analysis

Cardinal Health Company Profile

Cardinal Health is a multinational healthcare services and products company headquartered in Dublin, Ohio. Tracing its roots to the early 1970s, the company has grown into a major provider of supply chain and distribution services for the healthcare sector. Cardinal Health operates across a range of service lines that support hospitals, health systems, pharmacies, physician offices and clinical laboratories.

The company's core activities include the wholesale distribution of branded and generic pharmaceuticals, the supply and distribution of medical-surgical products, and the provision of logistics and inventory management solutions.

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